Eggz
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Eggz offers online robo-advisory portfolio management to individuals, high‑net‑worth individuals, and business entities, delivering algorithm‑generated investment solutions made up primarily of ETFs, mutual funds, and fixed income. The firm reports no assets under management and no clients as of December 2025, and it does not execute trades on clients’ behalf.
Eggz’s service is driven by an interactive questionnaire and algorithm that suggest target allocations from a limited set of pre‑selected securities bundles; clients choose the solution and the adviser oversees the algorithm but does not provide ongoing, individualized monitoring. The firm does not exercise trading discretion, does not rebalance accounts manually for individual clients, and does not permit client‑imposed restrictions on specific securities or types of investments.
Notable distinctions include its registration as an Internet Investment Adviser and its requirement that clients use a single custodian (Alpaca Securities), with client cash handled through Alpaca’s automatic sweep program; the firm states it receives no portion of sweep interest or mutual fund 12b‑1 fees. Fee features combine a low flat monthly charge for small accounts with percentage‑of‑AUM breakpoints for larger accounts, and Eggz does not participate in wrap programs, accept performance‑based fees, or select third‑party sub‑advisers.
Client services
Portfolio management
Expertise
Passive / index investing
Fee options
$10,000 - $249,999: 0.50% $250,000 - $999,999: 0.30% $1,000,000+: 0.25%
Minimum fee: $5 per month for accounts under $10,000
Main office location
Eggz
111 East Oxbow Road
Charlemont MA 01370, United States
Number of offices
1
Most active in
Eggz has reported serving >5 clients in these states in the last 12 months.
Connecticut · Florida · Maine · Massachusetts · New Hampshire · New York · Rhode Island · Vermont
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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